Define and execute technology programs for $3B Investment Banking business, overseeing staffing, budget, and delivery by internal and external teams:• Articulate strategy in partnership with business leads, execution staff, and operational risk control functions (InfoSec, Compliance); assess strengths & opportunities against market and competitor trends to prioritize and plan    - Co-author a 3-year digital transformation roadmap taking the division from legacy siloed, on-prem, custom apps to cloud-based paradigms with elastic resourcing and centralized data structures, and converging disparate application portfolios across business lines    - Themes: client intelligence, new business origination, differentiated client content, operational efficiency, and risk reduction    - Methods: data warehousing, data management, data analytics, business intelligence, and process automation• Provide technical thought leadership and program oversight for a large Salesforce CRM implementation for 1000+ bankers, supporting the firm’s Client 360 coverage strategy and incorporating Agile SDLC, master data management, data governance, and business intelligence• Grew a PMO delivery team from 3 to 40+, including project managers, product managers, business analysts, and data analysts; management style emphasizes effective communication, critical reflection, problem solving, and continuous improvement of delivery skills and client outcomes

• Implemented multi-million dollar custom analytics platforms, e.g., shareholder reactions to M&A and spinoff deals, contributing to hundreds of millions in Advisory deal fee revenues• Led select projects for the Institutional Equities trading desk and contributed SME to others: Transaction Cost Analysis vendor migration, Order Management System consolidation, data warehousing and reporting for COO function (aggregating revenue, expense, and consumption).

Intensive language study, Buddhist meditation training, volunteer service, and travel throughout Asia

Managed project teams executing software implementations and strategic business consulting, reporting to senior client executives. Select projects:• Unblocked the launch of a $1B municipal credit hedge fund by rescuing project management for a three-way vendor integration for core systems (OMS, Pricing / Risk, TPA / Fund Accounting)• Enabled scale for a $2B middle-market private equity firm launching Fund II and Fund III by overhauling core systems (CRM, TPA / Fund Accounting): vendor selection & integration, data migration• Built out 4G regulatory reporting on funding pricing for $1.5T global bank, meeting Fed deadlines tactically with Excel VBA, strategically with SQL Data Warehouse

Traded cash equities on firm’s prop desk, mentored junior traders, and articulated major requirements for in-house charting and order management systems – leading to a new revenue stream licensing to other firms